Boresight Ltd. · ASX:BST
Boresight — Investor Presentation (September 2026)
17 slides from Boresight's investor presentation, Sep 4, 2026
Slide 1: Company Update
COMPANY UPDATE For personal use only ASX Listing, Global Expansion, Record Revenue ASX:BST 4 Sept 2026
Slide 2: Disclaimer
DISCLAIMER This presentation has been prepared by Boresight Ltd (Company) and contains background information about the Company’s current situation at the date of this presentation. This presentation should be read in conjunction with the Company’s replacement prospectus dated 23 April 2026 (Prospec
Slide 3: Who we are and what we do
Who we are and what we do We make drones designed to be shot down For personal use only • Founded in 2020, Canberra • Integrated aerial target drone ecosystem: Target drones, mission planning software and Ground Control System • Realistic, repeatable, cost-effective training and testing for counter-
Slide 4: FY26 at a Glance
FY26 at a Glance For personal use only 46% A$8.0M $0 Debt 5000 7 Revenue up 46% Successful ASX Closed year with Delivered the Global growth with to A$6.38m1 debut2 A$7.88m cash, no 5000th BQ-400 first orders (FY25: A$4.36m) A$8.0m raised at debt1 drone3 delivered to 7 new 20 cents/share internationa
Slide 5: Financial Performance Overview
Financial Performance Overview 1 1. REVENUE • A$6.38m UP 46% year on year For personal use only 2. THREE-YEAR REVENUE • Compound annual growth rate of ~81% (from A$1.08m in FY23) 3. GROSS PROFIT • A$3.15m 4. NET LOSS AFTER TAX • A$6.66m including A$3.60m non-cash share-based payments and underlying
Slide 6: Balance Sheet Strength
Balance Sheet Strength Net assets A$7.82m: A$7.88m Cash and up from A$0.47m in cash equivalents, For personal use only FY25 no debt Well-positioned to fund FY27 growth plans Working capital of Cash increased by A$7.38m A$7.31m over the year, largely IPO (FY25: A$0.03m) proceeds 06 ASX:BST 1. ASX 28.
Slide 7: A Landmark ASX Listing
A Landmark ASX Listing Commenced trading on ASX 10.06.261 For personal use only A$8.0 million raised (before costs) at 20 cents per share1 Strong support from institutional and sophisticated investors Marks transition from private defence tech business to public company Capital earmarked for manufac
Slide 8: Australian Defence Force (ADF) Partnership
Australian Defence Force (ADF) Partnership ADF-Funded capability uplift program for the BS-350 For personal use only ISR drone (night vision, ruggedisation, improved UI) Target drone supply into the multi-year LAND 156 counter-drone program New 12-month contract to supply BQ-400 target drones to ADF
Slide 9: United States: Scaling Up
United States: Scaling Up 18-month US contract awarded for 600 BQ-400 target drones1 For personal use only US revenue grew to A$2.2m (FY26) from A$1.6m (FY25)1 Now supplies target drones to all major arms of the US Department of War New ~812 sqm Huntsville, Alabama facility leased , ~15x current siz
Slide 10: Rest of World Expansion
Rest of World Expansion For personal use only Boresight UK Ltd commenced operation to drive European growth First orders delivered to new customers in the UK, Germany, Norway, Italy and Sweden Appointment of an Italian reseller Supported multinational CUAS threat-emulation exercise in Switzerland Ne
Slide 11: Manufacturing and Product Milestones
Manufacturing and Product Milestones 5,000th BQ-400 target drone delivered; 6,000th For personal use only manufactured in August 2026 1 BS-350 Quadcopter BQ-750 Block 2 (larger multirotor target) released, with customer sales already made1 BQ-750 Quadcopter BF-100 fixed-wing target on track for rele
Slide 12: Technology Edge: One-to-many Ground Control
Technology Edge: One-to-many Ground Control CASA certification to fly up to 20 target drones simultaneously for customers Certification for up to 100 simultaneous For personal use only drones for internal testing and development Enables realistic drone "swarm" threat emulation for military training
Slide 13: Building the Moat
Building the Moat Sovereign design and manufacturing For personal use only Our proprietary GCS and technology enabling swarming Ability to quickly establish manufacturing at scale in other near-to-customer locations Additional target types being developed for complete threat scenario emulation Devel
Slide 14: Global and BST Outlook
Global and BST Outlook Global Government budgets for C-UAS are increasing • USA US$21B requested for C-UAS in the 2027 Budget1 For personal use only • NATO US$40B in C-UAS over next five years2 • UK 790M GBP for air drone and missile defence3 • AUS A$7B for C-UAS over next ten years4 BST • Growing b
Slide 15: Why Boresight
Why Boresight Proven, high-growth revenue trajectory (~81% three-year CAGR) For personal use only Strengthened, debt-free balance sheet post-IPO Deep, expanding relationships with US Department of War and ADF Scalable global manufacturing footprint Clear runway: expanding pipeline in a structurally
Slide 16: Leadership Team
Leadership Team BACKED BY DEFENCE EXPERTS For personal use only Justin Olde Dr Andrew Windsor Blake Burton Michael Sinkowitsch Managing Director and CEO Non-Executive Chairman Non-Executive Director Executive Director WE KNOW DEFENCE | WE KNOW DRONES | WE KNOW BUSINESS 16 ASX:BST
Slide 17: Contact
EVERY SOLDIER MUST WE MAKE DRONES For personal use only TRAIN TO SHOOT DESIGNED TO BE DOWN A DRONE SHOT DOWN ASX:BST Justin Olde – MD j.olde@boresightuas.com